Periodic Reporting and Reminders v.13
The tool to generate and periodically send reports and reminders
Any Odoo documents' reporting
Look at popular use cases
- To send periodical statistics for managers
- To forward to-do lists for certain actions
- To plan forthcoming events and actions
- To notify customers or suppliers of done jobs.
Pipeline results --> to get leads closed the previous month for a team manager
- Choose Lead/Opportunity as a model
- Define a period as Closed Date in the last month
- Make a filter Sales Channel > Sales Channel contains 'Europe', where 'Europe' is your sales team
- As columns define Display Name, Salesperson > name, Salesperson > phone, Tags, Expected Revenue
- Subscribe a sales team manager for this reminder
- Send a list each month, on the first Monday.
Similar lists might be configured for sale orders, deliveries, purchase orders, manufacturing operations, etc.
Daily to-do list --> to get activities which should be done today or previously
- Choose Activity as a document type
- Define a period as Due Date in the last 10000 days including this (to get even the eldest activities)
- Make a filter Assigned to > Name contains 'John Brown', where 'John Brown' is a user to notify
- As columns apply Display name, Category, Due Date, Note
- Subscribe a John Brown for this reminder
- Send a list everyday.
Similar reminders are usually prepared for project tasks, opportunities, planned deliveries or incoming shipments, etc.
Planned events --> to get events which will happen in forthcoming periods
- Choose Event as an object for this reminder
- Define a period as Start Date the last week, including this (it would be 'this week'), or the next 3 weeks
- Make no filters
- As columns apply Event name, Location, Start Date, End Date
- Subscribe a John Brown for this reminder, where John Brown is an event department head
- Send a list on Mondays.
Similar reminders are Okay for activities, tasks, leads, deliveries, incoming shipments, etc.
Customer project statistics --> to notify customers about their tasks
- Choose Task as a target model
- Define a period as Create Date in the last year
- Make 2 filters: Customer > Parent name is 'Agrolait' or Customer name is 'Agrolait', where 'Agrolait' is project customer
- As columns apply Display name, Deadline, Description, Last Stage Update, Stage > display name
- Subscribe a John Brown for this reminder, where John Brown is a managing partner of Agrolait
- Send a list on the 10th of January each year.
Similar statistics is frequently forwarded by support tickets, paid invoices, done sale orders, etc.
Configurable statistic and appearance
Send a table right in an email or/and as Excel (xlsx) table.
Reminder view features
- The tool allows choosing an unlimited number of columns for this document. It might be any field of a target model of the following types: char, text, html, integer, float, selection, boolean, date, datetime and relations to other documents (many2one, one2many, many2many). The set includes even computed fields
- For relational fields you might choose the second level precision. For example, you might show a phone of a customer for a sales orders' reminder or tags' colors for tasks
- It is possible to adapt column names. By default a field description is stated (on the language of this reminder), but users are allowed to change them
- Optionally attach an xlsx table for reminders. It would have the same columns as a reminder itself. It is also possible to exclude a list from email and leave only an xlsx table
- Include or exclude links to Odoo objects. References are great in case of internal reminders, but they are harmful in case of external ones
- Introduce any greeting text for a notification
- Choose reminders' language
- Do not change email template manually. It will break all styles. Look at the Configuration tab
Ruutukuvat
Configure list columns and reminder appearance
Followers regularly receive lists on their email
The Excel (xlsx) table is optionally attached
Filtering and periods for analysis
Apply any sort of filters to include only required documents
How to limit documents by relative periods
- Restrict time frames by any date or datetime of a target document type. It might be deadline, create or close date, next activity day, etc.
- If you wish, apply a few periods based on different dates. For instance, select this month closed leads which have been opened the last year. Records should satisfy all of the criteria, however if you selected the same date twice, records should be within any of those periods. For example, a deadline should be within the last 2 months OR the next month AND a close date should be within the last year
- Periods are relative, so they are periods in comparison to today. E.g., 'this month', 'the last year', 'the next 5 weeks'
- Intervals may both define previous time frames ('the last') and forthcoming periods ('the next')
- As intervals select days, weeks, months, or years
- Exclude or include a current period. For example, you might send a reminder on the first day of a month for a previous one. Vice versa, forward a list on the last day of this month for a current one
- Test your settings according to a real-time-shown result below the table
How to filter documents under analysis
- Filters are organized as a domain constructor: you may use the most of storable fields with any level of precision. The latter means, for example, you can filter sales orders by a related partner country or even by a state of a company of a related partner
- Use both 'AND' ('all') and 'OR' ('any') operators to achieve a desired result
- Check yourself by pressing the button 'Records': it would show all documents which at the moment satisfy your search criteria (and you have an access to)
- If you feel confident to prepare Reverse Polish Notation domains, turn on the debug mode, and apply more complex expressions such as, for instance, ' category is child_of all'
Ruutukuvat
Configure lists of records to be sent according to chosen periods
Filter Odoo records to be included into a list
Good at Odoo domains? Turn on the debug mode
Flexible recurrence
Which periodicity I may apply
- Send a reminder every day, each 5 days, each 181 days
- Notify by exact weekdays, e.g. on Mondays and Thursdays
- For monthly reminders use:
- The first month day
- The last month day
- The exact date, e.g. the 16th
- A weekday, for instance, the first Monday, the last Friday, or the third Tuesday
- Prepare a yearly statistics on an exact year day, e.g. on the first of September
Ruutukuvat
Flexibly configure reminders frequency
Send reminders weekly on predefined weekdays
Define a month day for lists notifications
Make reminder monthly on predefined weekdays
Great and very useful app
First of all, the team behind this app is great, support is immediate, and response is fast. The application is very useful in managing any type of notification to keep you updated with all what's happening within your company.
Aggregated figures
Ruutukuvat
Calculate sum or average of records
Aggregated figures per report
Reminder for any Odoo partner
Ruutukuvat
Remind to any user, customer, supplier or send lists to Odoo channels
Periodic reporting manager
User rights peculiarities
- To observe the reminders' menu and configure new notifications, select the right Lists Reminder 'Manager' or 'Only Own' in this user settings. 'Only Own' groups would allow to manage reminders which 'Responsible' is a current user
- Make sure you trust such a person. This user would be able to send any data by a document type to which he/she has a read access. It means, that if a user might read leads in general, but do not have rights to read the exact lead 'XXX', he/she would be able to send the data by the lead 'XXX' using the reminder
- To configure a reminder by this document type, a user should have a read access to such a model. For example, an employee without the right 'Warehouse user' might not prepare a reminder by deliveries
Ruutukuvat
Make any user prepare lists reminders
Reminder managers may configure lists only for documents they can read
Määritys- ja asennusvinkkejä: Periodic Reporting and Reminders Odoo v.13
Python dependency
To provide the feature of dynamic Excel table generation, install the Python library xlsxwriter:
pip3 install xlsxwriter
Email template
The basic reminder appearance should not be configured through Odoo email templates. In the debug mode go to:
- Settings > Technical > Email > Templates > Reminder
Do not change this template! Otherwise, its styles would be broken, and you would receive blank emails.
Have you broken everything? Not a problem, remove this template and update the module. The email appearance will be recovered.
Scheduled job (cron)
By default Odoo checks whether any reminder should be sent on a daily basis. You can change a frequency or time of check. In the debug mode go to:
- Settings > Technical > Automation > Scheduled Actions > Lists Reminders
The situation for a higher frequency is when you have many reminders with a lot records to search. In that case the cron job might be not ready with all actions in time, and it is better to repeat the check. However, be cautious: do not make it too frequent. Otherwise, one job would not be fulfilled until another one, and Odoo would collapse until a reminder is sent.
The cron job interval should be bigger than your Odoo configured timeout. Sometimes it is required to increase a timeout, if a number of documents in a list accounts for a few thousands records.
The module is not aimed to export data from Odoo. Do not try to send everyday your whole database.
Configure the planned job for reminders
Usein kysytyt kysymykset aiheesta Periodic Reporting and Reminders Odoo v.13
Mitka ovat tyokalujenne paivityskaytannot?
Odoo Apps Storen nykyisten kaytantojen mukaan:
- Versiolle 12.0 tai aiemmalle ostettu moduuli antaa paasy kaikkiin versioihin 12.0 asti.
- Versiosta 13.0 alkaen jokainen moduuliversio ostetaan erikseen.
- Versiosta riippumatta osto antaa oikeuden kaikkiin paivityksiin ja korjauksiin paaversiossa.
faOtools-tiimi ei hallitse naita kaytantoja. Kysymykset osoitetaan suoraan Odoo Apps Storen edustajille.
Miten asennan sovelluksen Odoo.sh-palveluun?
Suorin tapa on Odoo-kaupan sisaanrakennettu tyonkulku:
1. Avaa moduulin sivu ja napsauta Deploy on odoo.sh
2. Sinut ohjataan GitHubiin. Kirjaudu sisaan ja napsauta Create a new repo tai kayta olemassa olevaa. Repositorion on oltava yksityinen. OPL-1-lisenssin sovelluksia ei saa julkaista. Luo tarvittaessa uusi repo Odoo.sh-projektia varten
3. Siirry sitten odoo.sh:iin, napsauta Deploy, vahvista ja napsauta Continue. Asennus kaynnistyy.
Nama vaiheet asentavat sovelluksen production-haaraan. Muille haaroille tai paivitykseen:
1. Lataa lahdekoodi Odoo-kaupasta
2. Commitoi moduuli GitHub-repositorioon. Mikaan sovelluskansio/-tiedosto ei saa olla .gitignore-tiedostossa. odoo.sh:n luomat repositoriot voivat oletuksena ohittaa tarkeita polkuja (esim. /lib). Lataa kaikki moduulin hakemistot ja tiedostot
3. Deployaa odoo.sh-projektin kohdehaara tai odota automaattista koontia, jos asetukset niin maarittavat.
Miten asennan sovelluksen omalle palvelimelleni?
2. Kaynnista Odoo-palvelin uudelleen;
3. Ota kehittajatila kayttoon (tekniset asetukset);
4. Paivita sovellusluettelo (Sovellukset-valikko);
5. Etsi sovellus ja paina Activate/Install;
6. Noudata sovellussivun ohjeita, jos niita on.
Sovelluksella on lisaosia. Voinko ostaa ne myohemmin?
Kylla. Odoo lisaa kaikki riippuvuudet ostoskoriin automaattisesti: jata pois jo ostetut tyokalut, jottet maksa kahdesti.
Asensin sovelluksen Odoo.sh-palveluun ja nain varoituksen/virheen testeissa
Punainen/oranssi varoitus ei vaikuta sovelluksen ominaisuuksiin. Joskus moduulimme eivat lapaise vakioautomaattitesteja, koska ne olettavat kayttaytymisen, joka on ristiriidassa sovelluksen tavoitteiden kanssa. Muutamme esimerkiksi hinnanlaskentaa, kun Odoo-testit vertaavat loppuhintaa vakioalgoritmiin.
Tarkista ensin kayttoon otetun tietokannan ominaisuudet. Toimiiko kaikki?
Jos oletat silti, etta varoitus vaikuttaa todellisiin ominaisuuksiin, ota yhteytta ja laheta taydet asennuslokit seka taydellinen luettelo kayttoon otetuista moduuleista (ydin ja kolmannet osapuolet).
Voinko ostaa sovelluksen suoraan teilta?
Ei, jaamme tyokalut vain virallisen Odoo-sovelluskaupan kautta.
Haluan alennuksen
Valitettavasti meilla ei ole teknisia keinoja tarjota yksilollisia hintoja.
Voinko asentaa sovelluksen Odoo Online (SaaS) -tietokantaani?
Ei, kolmannen osapuolen sovelluksia ei voi kayttaa Odoo Online -palvelussa. Odoo SaaS estaa sen.
Tyokalulla on riippuvuuksia. Pitääko ne ostaa?
Kylla, tyokalu tarvitsee kaikki riippuvuuksissa merkittyt moduulit. Sovellussivun hinta sisaltaa jo nama riippuvuudet.
Mika on moduulin hinta Yhdysvaltain dollareina? Miksi se muuttui?
Moduuliemme hinta on euroissa. Odoo-kauppa muuntaa hinnat muihin valuuttoihin sisaisen kurssinsa mukaan. Siksi Yhdysvaltain dollarin hinta voi muuttua, kun kurssi paivittyy.
Sovellus- ja sivustotekstit muilla kielillä kuin englanniksi on tehty tekoälyn tuella ja linjattu virallisiin Odoo-käännöksiin. Jos huomaat virheen, lähetä käännösten oikeellisuutta koskeva tiketti niin korjaamme sen.
Vika Raportointi
Jos kohtaat virheitä tai epäjohdonmukaista toimintaa, ota yhteyttä. Korjaamme 60 päivän kuluessa ostosta ja kehitämme työkaluja sen jälkeenkin.
Yhteydenottoon ei tarvita puhelinnumeroa eikä luottokorttia. Riittää lyhyt sähköpostirekisteröinti, joka kestää alle 30 sekuntia.
Liitä pyyntöön mahdollisimman paljon tietoja: kuvakaappaukset, Odoo-palvelinlokit ja täysi kuvaus ongelman toistamisesta. Työsuunnitelma (jos virhe vahvistetaan) tai ohjeet (muuten) valmistuvat yleensä muutamassa arkipäivässä.
Julkinen Ominaisuudet Pyynnöt Moduuli Ideat VAPAA Kehitys
Olemme vahvasti motivoituneita kehittämään työkalujamme ja kiitollisia kaikesta palautteesta. Jos vaatimuksesi palvelevat yleisesti ja ne voidaan toteuttaa tehokkaasti, tiimi lisää ne tehtävälistaan.
Tällainen tehtävälista käsitellään säännöllisesti eikä siihen sisälly lisämaksuja. Emme voi luvata määräaikoja ja lopullista suunnittelua, mutta se voi olla hyvä tapa saada toivottuja ominaisuuksia ilman investointeja ja riskejä.
Yhteydenottoon ei tarvita puhelinnumeroa eikä luottokorttia. Riittää lyhyt sähköpostirekisteröinti, joka kestää alle 30 sekuntia.
Työkalu, jolla Odoo-liitteet järjestetään kansioihin ja hakemistot synkronoidaan pilviasiakkaisiin: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, Dropbox, Amazon S3, Box ja NAS. DMS. Tiedostonhallinta. Asiakirjahallinta
Työkalu: automaattisesti synkronoi Odoo liitteet kanssa OneDrive tiedostot ssa molemmat ways
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